Salesforce >> Distribution Engine

Automated Lead/Account/Contact Assignment + Routing designed for Sales Ops

Description

Be confident your leads are getting the follow-up they deserve. Distribution Engine is lead assignment automation made simple. Designed for sales operations to easily set-up and maintain lead routing to match your sales processes without using complex Salesforce workflow rules. Increase fairness, productivity and predictability by using an intelligent rules-based engine to automate your lead assignments.

Example use cases include:
▪ Round robin assignment to ensure fair distribution within each team
▪ Weighted Lead assignment for reps with higher quotas
▪ Keep reps topped up using load balanced assignment
▪ Route Leads to regional teams
▪ Automatic re-assignment of leads not followed up
▪ Enable reps to pull additional Leads manually from a designated queue
▪ Respect local time-zones for multi-region companies
▪ Chart average hourly distribution volumes to predict team load

Integrate
▪ Integrates with your existing Salesforce queues / assignment rules
▪ Integrate with marketing automation software e.g. Marketo, Pardot, Hubspot, Eloqua to assign inbound Leads using Lead score or other criteria

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